Europe could face a severe jet fuel shortage within weeks as disruptions in Middle East supply chains intensify, according to the International Energy Agency. The closure of the Strait of Hormuz has sharply reduced exports, pushing prices to record highs and raising concerns that stocks could hit critical levels by June if alternative supplies are not secured.
The IEA warned that even with increased shipments from countries like the US and Nigeria, Europe may only be able to replace just over half of its lost imports. Since the region typically relies on the Middle East for around 75% of its jet fuel, analysts say shortages could begin to affect airports, potentially leading to flight cancellations, especially during the busy summer travel season.
While officials and industry groups say there is no immediate disruption, they acknowledge growing risks ahead. Airlines and governments are exploring contingency measures as rising fuel costs already impact operations. If supply constraints persist, smaller airports could be hit hardest, even as major hubs are prioritized for limited fuel availability.
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